Manager, Regional Trust

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JOB FUNCTION / SUMMARY:

Responsible for the management, administration, and growth of all Personal Trust assets and activities within the assigned region by performing duties personally or through subordinate supervisors and/or associates.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Manages administrative unit responsible for the administration of personal trust accounts.
• Formulates and implements business development plans within the region for the trust department.
• Coordinates business development and client retention activities with other areas of bank.
• Integrates other trust business units such as financial, estate planning, retirement plans, and institutions sales within business development process.
• Represents trust department in regional and community activities and/or on boards and committees related to business or charitable institutions for which the trust department provides a service.
• Develops and implements policies and programs of the personal trust department.
• Ensures policies and procedures of personal trust department are followed in the administration of client accounts.
• Serves as Chairman of Trust Administrative Committee in the absence of the Personal Trust Manager.
• May be responsible for coordinating activities of other trust business units within the region and community.
• Supports the Personal Trust Manager concerning staffing, performance evaluations, promotions, salary recommendations, and terminations.

SUPERVISORY RESPONSIBILITIES:

None

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

• Bachelor's Degree in Business, Finance or Accounting.
• 7 years of experience in Trust Administration
• Advanced knowledge of Trust administration and operations.
• Thorough understanding of the banking industry and operations.
• Advanced knowledge of regulations applicable to the trust industry.
• Detail orientated with strong analytical skills
• Strong written communication skills
• Ability to work with minimum supervision

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

• Ability to work under stress and meet deadlines
• Ability to operate a keyboard if required to perform the essential job functions
• Ability to read and interpret a document if required to perform the essential job functions
• Ability to travel if required to perform the essential job functions
• Ability to lift/move/carry approximately 20 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.